LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.28B
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$13.3M
3
+$8.04M
4
WEX icon
WEX
WEX
+$7.85M
5
UL icon
Unilever
UL
+$4.58M

Top Sells

1
+$9.5M
2
+$9.2M
3
+$5.28M
4
ATR icon
AptarGroup
ATR
+$4.68M
5
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
+$4.12M

Sector Composition

1 Technology 24.8%
2 Consumer Staples 15.41%
3 Healthcare 13.33%
4 Industrials 12.66%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$547K 0.02%
39,641
-2,496
177
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25,245
-2,308
178
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10,605
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179
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9,983
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180
$500K 0.02%
34,791
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181
$498K 0.02%
5,850
-15,075
182
$496K 0.02%
15,773
183
$481K 0.01%
16,100
-11,429
184
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23,175
-3,000
185
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7,508
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186
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187
$465K 0.01%
460
188
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8,400
189
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190
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0
191
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192
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193
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194
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195
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17,846
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196
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197
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198
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19,424
199
$391K 0.01%
10,764
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200
$379K 0.01%
5,000
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